Creating a Sub-account within the Client Area

Let’s say you have someone from your financing at your institution set to pay for a due invoice, but you don’t want to pass along your account username and password. A sub-account is a great option to keep your account secure.

Log into your Client Area Portal in the top right, click your name, and select Contacts/Sub-Accounts

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A sub-account with the ability to login can be set up here with permissions to your account. Just make sure to check the “Activate Sub-Account” box and set a password for the user:

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